Passionate about investing

Simple but not easy

We’re passionate about investing and understand the challenges and pitfalls that investors face putting in place – and living with – their investment strategy.

We work with high quality, financial planning boutiques to build systematic, risk-focused investment strategies to use with their clients and help them to put in place strong ongoing governance of their investment process.

Smarter Community

Coming soon…
with community dashboard
governance documents, and
client-facing documents